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Simplify Managed Futures Strategy ETF

110 hedge funds and large institutions have $252M invested in Simplify Managed Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
47
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OP
76
ORG Partners
Indiana
$329K -$13.7K -491 -4%
RGF
77
Retirement Guys Formula
Ohio
$320K +$320K +11,464 New
WEG
78
World Equity Group
Illinois
$311K +$311K +11,158 New
DC
79
Davenport & Co
Virginia
$306K
KAS
80
Kestra Advisory Services
Texas
$300K +$18.7K +669 +7%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$290K -$45.1K -1,617 -13%
AWM
82
Axxcess Wealth Management
California
$285K -$865 -31 -0.3%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$281K -$10.5K -378 -4%
Bessemer Group
84
Bessemer Group
New Jersey
$279K -$14K -500 -5%
CAG
85
Csenge Advisory Group
Florida
$268K +$1.95K +70 +0.7%
FCM
86
Fourpath Capital Management
Oklahoma
$254K -$2.4K -86 -0.9%
OFG
87
Orcam Financial Group
California
$241K +$241K +8,650 New
HBS
88
Howard Bailey Securities
Indiana
$234K -$14.5K -519 -6%
P
89
&Partners
Tennessee
$222K +$222K +7,955 New
LAS
90
Lloyd Advisory Services
Georgia
$222K -$9.82K -352 -4%
RCM
91
Raleigh Capital Management
North Carolina
$186K +$1.9K +68 +1%
FFA
92
Farther Finance Advisors
California
$140K +$58.9K +2,113 +73%
IA
93
IFP Advisors
Florida
$115K -$2.37K -85 -2%
DRP
94
Decker Retirement Planning
Utah
$91.1K +$91.1K +3,266 New
Bank of America
95
Bank of America
North Carolina
$84.8K
NWWA
96
New Wave Wealth Advisors
Arkansas
$79.2K +$79.2K +2,841 New
CA
97
Continuum Advisory
Idaho
$71.8K
Comerica Bank
98
Comerica Bank
Texas
$62.3K +$62.2K +2,230 +111,500%
CA
99
CoreCap Advisors
Michigan
$55.4K +$26.9K +963 +94%
GWM
100
Geneos Wealth Management
Colorado
$43.9K +$30K +1,074 +215%